MFWJX
MFS Global Total Return-R4
$17.44
-0.03 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 1301.42M |
| 52 Week High | 17.646 |
| 52 Week Low | 14.97 |
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Key Data
| Symbol | MFWJX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 17.44 |
| Price Yesterday | 17.47 |
| Market Cap | 1,301.42 |
| YTD Return | 3.07% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0086 |
Overview
| 52 Week High | 17.65 |
|---|---|
| 52 Week Low | 14.97 |
| Market Cap | 1,301.42M |
| Shares Outstanding | 74.62M |
| Income Dividend Yield | 2.12% |
| Long Term Dividend Yield | 1.85% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.97% |
Returns Annualized
| One Day | -35.18% |
|---|---|
| Five Days | 59.20% |
| One Months | 1.68% |
| Three Months | 1.25% |
| Six Months | 8.66% |
| Nine Months | 18.53% |
| One Year | 10.43% |
| Three Years | 1.21% |
| Five Years | 5.17% |
| Ten Years | 4.69% |
| YTD | 6.05% |
| Since Inception | 6.03% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.93% |
| One Month | 0.13% |
| Three Months | 0.30% |
| Six Months | 4.17% |
| Nine Months | 13.43% |
| One Year | 10.41% |
| Three Years | 3.66% |
| Five Years | 28.57% |
| Ten Years | 57.89% |
| YTD | 3.07% |
| Since Inception | 208.40% |
Yearly Returns
| 2024 | 3.07% |
|---|---|
| 2023 | 10.51% |
| 2022 | -10.63% |
| 2021 | 8.58% |
| 2020 | 9.56% |
| 2019 | 18.52% |
| 2018 | -6.98% |
| 2017 | 15.47% |
| 2016 | 5.59% |
| 2015 | -1.30% |
Risk against SP-DA
| Alpha | -6.78% |
|---|---|
| Beta | 0.51 |
| Correlation | 74.59% |
| Downside Deviation | 2.13% |
| Coefficient of determination | 55.63% |
| Standard Deviation | 2.19% |
| Sharpe Ratio | -2.41 |
| Sortino | -8.6 |
| Treynor | 9.95 |
| Ulcer Index | 3.05 |
| Ulcer Performance Index | -5.99 |